Financial Planning Association (FPA)

FPA LIVE with Julie Littlechild on Driving Client Engagement Join us for the next episode of FPA LIVE, where we talk with Julie Littlechild, founder and CEO of Absolute Engagement. Julie is among the foremost authorities on the drivers and evolution of client experience, engagement, and referral growth. Join us when we chat with Julie about the core factors in creating an effective client experience, why client confidence is paramount in their decisions to refer new business, and how FPA and Julie are partnering to bring the Absolute Engagement Engine to the financial planning community. Tune in!

A.U.M.™ - Kitces on His 2024 Marketing Research Report Join us for an insightful FPA-sponsored A.U.M. - Ask Us Marketing™ episode featuring Michael Kitces, where we dive into his latest 2024 marketing research. This report uncovers how financial planners are navigating today’s challenging marketing landscape and which tactics are driving the highest returns. From client acquisition costs to marketing efficiency, Kitces shares actionable data and trends that will help you refine your strategies for the year ahead. This is a must-watch for advisors looking to stay competitive and grow their practices effectively. Hosted by advisor marketing firm Kalli Collective.

2024 FPA Fall Learning Series | October 15th - November 8th 10 sessions, 5 CFP® CE Credits, and a $10 Starbucks Gift Card When You Register On-demand sessions available anytime like "Charitable Planning Essentials & Impact Investing" Learn More: https://hubs.li/Q02TjhyF0

goRIA with Dan Galli, CFP®, FPA National Chuck catches up with Dan Galli, CFP®, President Elect, FPA National. Together they recap the content goRIA collected while covering the recent FPA National Conference in Columbus, OH. Tune in on Wednesday, October 23rd @ 3pm ET to preview all the new content on: www.goRIA.com ==================================== #goRIA: Fueled by InvestmentNews ====================================

2024 FPA Fall Learning Series | October 15th - November 8th 10 sessions, 5 CFP® CE Credits, and a $10 Starbucks Gift Card When You Register On-demand sessions available anytime like "Advising Widows" Learn More: https://hubs.li/Q02ThYLh0

A.U.M.™ - Defining Your Ideal Client In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CEO of Wealth Hawk, shares insights on leveraging AI to identify and engage high-value prospects, making it easier than ever to grow your client base strategically. If you're looking to refine your approach and target clients that align with your expertise, this episode will provide actionable steps to get started.

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A.U.M.™ - Repurposing Your Podcast Content In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarah’s approach will help you unlock hidden potential in your existing podcast archive.

FPA Retreat is an unforgettable experience that attendees consistently describe as refreshing, relaxed, insightful, and special. If you have never attended or want to relive the experience, join us for FPA Retreat 2025, where you will connect, learn, and grow in a truly exceptional setting. Register at the best possible rate: https://hubs.li/Q02TSMqR0

Explore our library of free downloadable content, including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors across financial services. Access now: https://hubs.li/Q02R6JgY0